Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Lerae Hosick is a registered representative with Raymond James Financial Services Advisors, Inc. located in Omaha, Nebraska. Shelley has been in the industry since 2007. She is registered with the State of Nebraska as an Investment Advisor Representative and a Registered Representative. She is also Series 66, Series 7 and SIE licensed. Prior to joining Raymond James Financial Services Advisors, Inc., she was a Registered Representative with RAYMOND JAMES FINANCIAL SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Shelley provides financial planning, pension consulting and portfolio management services to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NE
02/01/2022 - Present
Raymond James Financial Services Advisors, Inc. (Omaha NE)
NE
08/05/2015 - 06/28/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (KEARNEY NE)
NE
08/08/2006 - 06/23/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OMAHA NE)
BOTH
Issued 04/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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